Senior Tax Manager, High Net Worth, Flexible Hybrid

KLR Ltd; Providence (RI); Hybrid; USD 145,000 - 190,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Paid time off

Retirement plan

Tuition assistance

In-house education programs

Community involvement

Job summary

KLR Ltd in Boston, Providence, or Newport offers a Senior Tax Manager role within the High Net Worth practice. You will provide tax advisory services to high-net-worth clients, manage engagements, and grow the local practice, including managing a team and client relationships.

The position requires 8+ years of tax experience, CPA/EA/JD, and a flexible hybrid schedule with potential remote options. Strong leadership and communication are essential.

Qualifications

• Bachelor’s or Master’s degree in Accounting or Taxation.
• 8+ years of technical tax experience in public accounting, 3+ in a managerial role.
• Strong experience with individual taxation (high net worth)
• CPA, EA or JD certification is required
• Researching tax issues to develop effective tax planning strategies
• Excellent interpersonal and communication skills (both verbal and written)
• Familiarity and willingness to perform all types of individual, trust and/or estate tax work
• Ability to manage multiple high-level work simultaneously
• Ability to translate complex data from a range of sources into client-ready insights and deliverables
• Developed public accounting management experience
• Trusted advisor and role model for your clients and our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues.

Responsibilities

• Technical planning and advising of high-net-worth individuals/families as well as trusts and estates
• Trusted advisor and role model for clients and teams
• Ensure timely filing of all client-related tax returns and documents
• Manage engagements with timely assignment, supervision and review
• Take responsibility for larger, more complex tax returns
• Performs technical tax review and approval of tax returns
• Develops professional relationship with client and serves as main point-of-contact
• Generates new business opportunities within current client base and outside network
• Respond to federal and state tax notices and represent clients in audits
• Coach and develop a high-performing team
• Manage multiple engagements for high net worth/ ultra-high net worth individuals and trusts/estates
• Review estate/gift/fiduciary tax returns and related schedules
• Build long-term client relationships and understand their needs
• Communicate complex tax issues to non-tax professionals and clients

Skills

Tax planning

Client relations

Leadership

Communication

Public accounting knowledge

Education

Bachelor’s or Master’s degree in Accounting or Taxation

Job description

KLR Ltd in Boston, Providence, or Newport offers a Senior Tax Manager role within the High Net Worth practice. You will provide tax advisory services to high-net-worth clients, manage engagements, and grow the local practice, including managing a team and client relationships.

The position requires 8+ years of tax experience, CPA/EA/JD, and a flexible hybrid schedule with potential remote options. Strong leadership and communication are essential.